R.O.S.I – HOUSING

NAREB’s Real Estate Opportunities for Seasoned Individuals (R.O.S.I) is a program for all seasoned individuals over 40 years of age.

Housing Options for Seniors– Creating a housing plan for your senior years is a step towards preserving family wealth for the next generation. Family members get to understand the planning process which help to avoid problems related to property transfer, taxes, and other estate issues.

GETTING STARTED

Choose an Option

  • 55 Plus Active Adult Retirement Communities
  • Services for Aging in Place
  • Independent vs Assisted Living Facilities
  • In Home Care, Custodial Care
  • Nursing Homes — Skilled and, Acute Care. Long Term Care
  • Continuing Care Retirement Communities (CCRC)

Can We Afford It: After deciding whether you will move to senior living facilities or downsizing to a smaller place,  put together an advisory team of professionals who can advise on the best financial options available to finance a new place or aging in place renovations if choosing to stay in a current  home.

A Trusted Advisory Team:  will assist in plans for the next phase of your life along with incorporating a plan to transfer assets to heirs.

  • Estate Attorney/Tax Accountant
  • Financial Advisor
  • Realist Senior Housing Consultant
  • Family members/ care givers
  • Real Estate Professional

ROSI Contact:

Bessie Edwards – NAREB ROSI Committee Chair \ bessie.edwards@nareb.com